Helena Laboratories Corporation
Updated Filing received by DOL a plan year 2025 filing was received June 4, 2026 for 1 of this employer's 2 plans; this record moves to 2025 when all have arrived
Helena Laboratories Corporation, a manufacturing — metal, equipment, transportation employer in Beaumont, Texas, reported 329 participants in its health and welfare plans for plan year 2024. Its Form 5500 shows $2.8M in insurance premiums across 3 contracts and $65,095 in broker commissions and fees, 2.2% of medical premium against a national median of 3.8% among plans that paid commissions in plan year 2024. The plan is a mix of insured and self-funded coverage. The Department of Labor received the filing on April 29, 2026, before the deadline.
Who was paid on Helena Laboratories Corporation's plan
Schedule A, Part I lists each broker or agent paid on each insurance contract and the amount. Totals below add every contract Helena Laboratories Corporation filed for 2024.
| Broker or agent | Commissions | Fees | Total | Contracts |
|---|---|---|---|---|
| Sherlock Insurance Agency Inc · Beaumont, TX | $60,952 | $2,016 | $62,968 | 2 |
| Craig J Sherlock · Beaumont, TX | $2,127 | $0 | $2,127 | 1 |
Source: DOL Form 5500 Schedule A, Part I (broker commissions and fees), plan year 2024, as published in EBSA's 2024 "Latest" dataset. Part I names whoever the carrier paid, which can be a firm or an individual agent; both are public record. Amounts exclude pay from carriers not tied to a listed contract.
Insurance contracts and carriers
Every insurance contract reported on Schedule A: carrier, what it covers, people covered at year end, earned premium, and broker compensation.
| Carrier · coverage | Covered | Premium | Broker pay | Rate |
|---|---|---|---|---|
| Bluecross Blueshield of Texashealth, stop-loss | 163 | $1.4M | $31,484 | 2.2% |
| Bluecross Blueshield of Texashealth | 125 | $1.4M | $31,484 | 2.2% |
| Dearborn Life Insurance Companylife | 337 | — | $2,127 | — |
Source: DOL Form 5500 Schedule A, plan year 2024. Self-funded medical coverage has no premium; amounts shown for it are stop-loss or administrative contracts.
How Helena Laboratories Corporation compares
Medians across employers for plan year 2024, the most recent complete year. Commission rates use fully insured medical contracts only; dollar medians use every employer that disclosed broker pay.
Premium per covered person on medical contracts: $9,752 a year (national median $7,274).
Source: BenefitsLedger benchmarks from 58,547 employer health plans with 100 or more participants, plan year 2024. Methodology.
Year over year
| 2023 | 2024 | Change | |
|---|---|---|---|
| Participants | 307 | 329 | +7.2% |
| Premiums filed | $3,416,540 | $2,808,504 | −17.8% |
| Broker commissions + fees | $76,280 | $65,095 | −14.7% |
| Commission rate | 2.2% | 2.2% | +0.1 pts |
Source: DOL Form 5500 filings for plan years 2023 and 2024.
Filings and timeliness
Plans this employer filed under its EIN with a health benefit code. Large plans are due seven months after the plan year ends, or two and a half months later with an extension; amended filings carry the amendment date, so no timing is asserted for them.
| Plan | Plan year end | Received by DOL | Timing | Participants |
|---|---|---|---|---|
| Helena Laboratories Corporation Employee Benefit Plan#501 · insurance, general assets | November 30, 2025 | April 29, 2026 | before deadline | 329 |
| Helena Laboratories Corp Flexible Benefit Plan#502 · insurance, general assets | December 31, 2024 | June 16, 2025 | before deadline | 125 |
Source: DOL Form 5500 Part I and signature dates; "late" means received after the extended deadline (the 15th day of the tenth month after plan year end). What a late Form 5500 costs.
How much did Helena Laboratories Corporation pay in health insurance broker commissions in 2024?
Helena Laboratories Corporation's 2024 Form 5500 reports $65,095 in broker commissions and fees across 3 insurance contracts ($63,079 in commissions, $2,016 in fees), with Sherlock Insurance Agency Inc receiving the largest share.
Is Helena Laboratories Corporation's health plan self-funded or fully insured?
The 2024 filing indicates the plan is a mix of insured and self-funded coverage. Medical coverage is written by Bluecross Blueshield of Texas.
How does Helena Laboratories Corporation's broker compensation compare with similar employers?
Helena Laboratories Corporation paid 2.2% of medical premium in commissions and fees. The median for employers with 200-499 participants is 3.6%, and the median in Texas is 5.6%. Percentages are computed only on fully insured medical contracts with filed premiums.
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Record built October 24, 2026 from U.S. Department of Labor, EBSA Form 5500 datasets (2025, 2024, 2023 plan years, 'Latest' files). Filings can run 7 to 10 months behind the plan year; always confirm against current plan documents. BenefitsLedger is not affiliated with the U.S. Department of Labor. Open the DOL filing search.